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- Tasks: Provide technical support and conduct in-depth product research for financial advice.
- Company: Leading independent financial advice provider with offices across Scotland.
- Benefits: Competitive salary, company pension, healthcare, and group life cover.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Minimum Level 4 qualified with at least three years of paraplanning experience.
- Other info: Opportunities for professional growth and development in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen, and Perth, is seeking an experienced Paraplanner to join them.
As a Paraplanner, your main responsibilities will be to provide technical support, conduct full research of products using a variety of tools, and engage in bespoke report writing.
You will have:
- At least three years' paraplanning experience
- Minimum Level 4 qualified (The ideal candidate will ideally be chartered or aspire to work towards this)
- Knowledge of cashflow systems would be beneficial but not essential
- Knowledge of IO system
Salary & Benefits:
- Salary dependent on experience
- Company pension
- Group life cover
- Healthcare
Paraplanner in Edinburgh employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector, especially those who might know about openings for Paraplanners. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report writing skills. We all know that being able to discuss cashflow systems or IO systems confidently can set you apart from other candidates.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for tailored job listings that suit your experience as a Paraplanner.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit!
We think you need these skills to ace Paraplanner in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and qualifications. We want to see how your skills match the job description, so don’t be shy about showcasing your Level 4 qualification and any relevant tools you’ve used.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your experience with bespoke report writing and any knowledge of cashflow systems, even if it’s just a little bit.
Showcase Your Research Skills: As a Paraplanner, research is key. In your application, give examples of how you’ve conducted thorough product research in the past. This will show us that you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge. Familiarise yourself with the latest financial products and tools, especially those mentioned in the job description. Being able to discuss specific examples of your past work will show that you’re not just qualified, but also passionate about the role.
✨Research the Company
Take some time to learn about the company’s values, culture, and the services they offer. This will help you tailor your answers to align with their goals and demonstrate that you’re genuinely interested in being part of their team.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Think about scenarios where you had to conduct product research or write bespoke reports. Practising these responses can help you feel more confident during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use, or how they measure success in the paraplanning role. This shows that you’re engaged and thinking about how you can contribute to their success.
